Top 276 Level financial advisor Jobs in Portland, Or

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Fisher Investments —Camas, WA
- $80,000 - $105,000 a year
- Hybrid work
- Office
- Administrative experience
- Bachelor's degree
- Paid holidays
- Health insurance
Sr. Benefits Financial Advisor
Pacificorp —Portland, OR
- $102,000 - $140,250 a year
- Full-time
- Background check
- 7 years
- Management
- Paid parental leave
- Disability insurance
10d
Digital Experience Client Advisor
U.S. Bank National Association —Gresham, OR
- $86,310 - $105,490 a year
- Full-time
- Mid-level
- Project management
- Bachelor's degree
- Paid holidays
- Disability insurance
Senior Wealth Advisor
Current —Portland, OR
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Financial Advisor- Lake Oswego
OnPoint Community Credit Union —Lake Oswego, OR
- Full-time
- Mid-level
- 3 years
- Analysis skills
8d
Finance Business Partner, Senior
CareOregon —Portland, OR
- $140,940 - $172,260 a year
- Full-time
- Hybrid work
- Office
- Finance
- 8 years
- Wellness program
- Paid jury duty
Financial Advisor- Camas
OnPoint Community Credit Union —Camas, WA
- $85,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
8d
Senior Financial Planning & Analysis Specialist
MacKay —Portland, OR
- $115,000 - $150,000 a year
- Full-time
- Background check
- Google Workspace
- CPA
- Health savings account
- Paid holidays
Associate Wealth Management Advisor - Gresham, OR
U.S. Bank National Association —Gresham, OR
- $65,000 - $80,200 a year
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Public Works Strategic Communications Specialist
City of Vancouver —Vancouver, WA
- $7,339 - $11,010 a month
- Full-time
- Marketing
- Customer service
- 5 years
Private Wealth Advisor
Empower Annuity Insurance Company of America —Portland, OR
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Senior Wealth Advisor
Mariner Wealth Advisors —Tigard, OR
- $150,000 - $200,000 a year
- Full-time
- Office
- Bachelor's degree
- Team management
Standby Letter of Credit Advisor - Operations
U.S. Bank National Association —Gresham, OR
- $86,360 - $101,600 a year
- Full-time
- Hybrid work
- Office
- 8 years
- High school diploma or GED
- Paid holidays
- Disability insurance
Trial Attorney
State Farm Mutual Automobile Insurance Company —Portland, OR
- $140,000 - $202,000 a year
- Full-time
- US work authorization
- In-person
- Senior level
- Paid holidays
- Health insurance
Diesel Application Engineer - Corporate
Rogers Machinery Company Inc —Portland, OR
- $95,000 - $125,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Disability insurance
Information Security Architect
Concora Credit Inc. —Beaverton, OR
- Full-time
- 5 years
- HIPAA
- Bachelor's degree
- AD&D insurance
- Paid holidays
Quick Apply
Chief Financial Officer
NOW CFO —Portland, OR
- $170,000 - $185,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Travel
- Senior level
Quick Apply
Financial Professional Career Changers
New York Life - Greater Oregon —Portland, OR
- $65,900 - $91,100 a year
- Full-time
- Hybrid work
- High school
- Mid-level
- Business development
- Disability insurance
- Health insurance
Quick Apply
8d
Controller
BolyːWelch —Vancouver, WA
- $150,000 - $180,000 a year
- Weekends as needed
- CPA
- Office
- Bachelor's degree
- AD&D insurance
- Disability insurance
Wealth Management Trainee (OR)
Bankers Life —Portland, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply

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level financial advisor jobs near portland, or

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments -
Camas, WA

Apply Now

Job Details

$80,000 - $105,000 a year

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Paid time off
Work from home
Vision insurance
401(k) matching

Qualifications

Customer communication

Full Job Description

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity:

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.

The Day-to-Day:

Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
Bachelor’s degree or equivalent combination of education and experience required
Required to pass the Series 65 (we provide robust training and support once you start)
A thoughtful consultative approach with an emphasis on client focus

Compensation:

$80,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

Refine Your Search

level financial advisor jobs in portland, or

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Sr. Benefits Financial Advisor

Digital Experience Client Advisor

Senior Wealth Advisor

Financial Advisor- Lake Oswego

Finance Business Partner, Senior

Financial Advisor- Camas

Senior Financial Planning & Analysis Specialist

Associate Wealth Management Advisor - Gresham, OR

Public Works Strategic Communications Specialist

Private Wealth Advisor

Senior Wealth Advisor

Standby Letter of Credit Advisor - Operations

Trial Attorney

Diesel Application Engineer - Corporate

Information Security Architect

Chief Financial Officer

Financial Professional Career Changers

Controller

Wealth Management Trainee (OR)

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